Maria Hurd, CPA will be presenting at The Plan Sponsor University All Day Conference. How to Prevent and Detect Operational Mistakes in Your Retirement Plan The Plan Sponsor University will be held on November 6 from 8:00am-2:00pm at Villanova University. Learn more from the TPSU website!
BLS CPAs will be attending West Chester University - Beta Alpha Psi's Small Firms Night where students can hear from accountants from various local small to mid sized firms! Bella LaPlante, Staff II Accountant will be a panelist and Jenni Fleck Jones, College Recruiter will be available to answer questions. WCU Students - be sure … Continued
Jon Moll, CPA will be presenting a virtual workshop for Delaware Alliance for Nonprofit Advancement (DANA): Financial Management for Nonprofits. In this workshop, Jonathan D. Moll, (Director of Accounting and … Continued
Christopher J. Ciminera, CPA will be co-presenting at the AICPA & CIMA Employee Benefit Plans Conference on December 4, 2025 from 1:00pm - 2:15pm! AICPA & CIMA Employee Benefit Plans … Continued
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present on the very timely topic of Catch-Up Requirements! The Secure 2.0 catch-up contribution regulations become effective January 1, 2026. While many sponsors have spent 2025 preparing, the upcoming deadline warrants a final, focused review to ensure all processes are fully aligned. … Continued
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps. REGISTER HERE Webinar Details Topic: LTPT Eligibility … Continued
Michael D. Kelly, CPA is presenting SIMPLE TRUSTS: A High-Level Overview at the University of Delaware. Want to learn more about a career at BLS? Visit our College Students webpage. To learn more about University of Delaware Lerner School of Business, visit their website.
Lily DeLaura is presenting Barbri's Webinar - Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan. Topic: This course will explain what plans are required to file Forms 5500, 5500-SF, and 5500-EZ, how to prepare these required information returns and related schedules, and the most recent changes to these forms. Date: April … Continued
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present Knowledge is Power: Plan to Prevent the Most Common Audit Findings Webinar Details Title: Knowledge is … Continued
Karly Laughlin, CPA, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE26 Conference! AICPA & CIMA Engage 2026: Estate Planning for the 99% June 10, 2026 10:05 AM — 11:20 AM PDT 1:05 PM — 2:20 PM EDT This session will cover the importance for those with estates under $15 million … Continued